Frequently Asked Questions
Looking for info on a specific service?
We communicate with you in many different ways including phone, email, text message (depending on your preference) and Zoom video conferencing, whatever works best for you.
Our goal is to be efficient with your time and have you completely on-boarded within 30 days. During that time, we take the time to really understand your business. Full design and optimization of your accounting systems, policies and procedures, and reporting needs takes sixty to ninety days.
A controller provides management with assistance in financial decision-making from information provided by the accounting team. He or she manages all the accounting functions of the company, ensures the integrity of processes, procedures, implements and monitors internal controls, and provides timely, meaningful and understandable financial information and analysis.
We exclusively work with QuickBooks Online accounting software. We leverage the features that would be beneficial to your business while also integrating 3rd party tools and applications.
No, we can become an extension of your company as a complete accounting department. However, you may choose to perform certain accounting functions in house. We will need to liaise with someone on your staff as the point person for the engagement but they do not need to have accounting skills.
An outsourced controller is a great option for a company that utilizes technology tools effectively to allow remote communications. With the evolution of technology, communication can be done effectively through the utilization of these web-based tools among the accounting and management team. There are also many benefits which include reduced cost…
If your books are current, there’s no fee. If they require set up and/or clean up, we can help you update them for a one-time fee.
We focus on doing one thing and doing it right. We do not perform audits, reviews, and compilations, or provide opinions on your financial statements. However, we will assist and coordinate these functions with your current CPA to ensure that they have the necessary information to prepare these for you.
No, as a virtual firm we work with clients nationwide and utilize technology to make the process efficient and easy on the client.
Our services are best utilized for established nonprofit organizations making $1M+ in annual revenue.
Yes! We welcome mess and will help you sort out your finances and create an organized and seamless process.
